CSPIA
CHX

Cary Street Partners Investment Advisory’s ChampionX CHX Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,045
Closed -$37.2K – 824
2023
Q3 		$37.2K Hold
1,045
– – ﹤0.01% 941
2023
Q2 		$32.4K Hold
1,045
– – ﹤0.01% 919
2023
Q1 		$28.4K Hold
1,045
– – ﹤0.01% 884
2022
Q4 		$30.3K Buy
+1,045
New +$28.8K ﹤0.01% 861

Other funds holding CHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cary Street Partners Investment Advisory's CHX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of ChampionX (CHX) in Q4 2023, closing a stake of 1,045 shares — an estimated $37.2K sold.

Cary Street Partners Investment Advisory first reported a position in CHX in Q4 2022 and held it in 4 quarters. The position peaked at $37.2K in Q3 2023. 407 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,045 ChampionX shares in Q4 2023, an estimated $37.2K.
  • Cary Street Partners Investment Advisory first reported a position in ChampionX in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's ChampionX position peaked at $37.2K in Q3 2023.
  • 407 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.